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Chief Operating Officer & Chief Compliance Officer · Brownlee Wealth Management

Jared M. Machen

CRD 6492755 · Named on Form ADV at one SEC-registered adviser

At a glance

Brownlee Wealth Management, an SEC-registered wealth manager based in Houston, TX with $465 million in regulatory assets, lists Jared M. Machen on its Form ADV as Chief Operating Officer & Chief Compliance Officer, a control person.

Firms and roles

  • Brownlee Wealth ManagementChief Operating Officer & Chief Compliance OfficerWealth manager · Houston, TX · $465M in regulatory assets

AtlasMembers

Jared’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jared’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.